Viewing Participation Summaries

It is important for the outcome worker to have feedback as soon as possible as to whether the client is meeting his or her own plan's participation goals. The outcome worker can select from clients on a plan and view by month a summary of the hours in which the client participated by program. Summaries are available for the entire month and can be viewed by week in the month.

The outcome worker can see for the selected month and client and program the following: the total scheduled monthly core hours, total scheduled monthly non-core hours, and an indication of whether the client met his or her own hours for the selected month.

If a client's attendance is to be submitted weekly or bi-weekly rather than monthly, an outcome worker can view real-time client attendance for the weeks that have been entered rather than waiting until the end of the month. The hours for the month are summed by week and categorized by: week in the month, start and end date of the week, total core, total non core, other hours, and whether the client met his or her own scheduled hours. For each week, the worker can see additional details by type of hour (core, non core or other): scheduled hours, attended (actual) hours, excused absence hours, recognized holiday hours, and unexcused absences.

Agencies can configure how months are displayed/reported. The configurations include the first day of the week and the month calculation method. The two main types of month calculation methods are calendar method and a full-weeks methods. By default, the first day of the week is Sunday. The month calculation method is a full-weeks method. When the actual calendar month does not start on the first day of the week (Sunday) or end on the last day of the week (Saturday), the system determines which month has the most days in the week. For example if the calendar month of March ends on a Tuesday (so that March includes Sunday, Monday, and Tuesday) then for that week there are only three actual days in March. Then April has four actual days which is more than the three days in March. So the March days are determined be in the "April" reporting month. If the calendar month is selected, then a multiplier is used to calculate the number of weeks in the month. The default of 4.33 can be configured.